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RAYMOND JAMES FINANCIAL INC: PTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RAYMOND JAMES FINANCIAL INC on PTY, newest first. How the timeline and the estimate are built.

RAYMOND JAMES FINANCIAL INC held 260,452 PTY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 260,452 shares
    Change vs previous 13F +29,437 shares

    <0.01% of the 13F portfolio, value $3,133,234.

    13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 231,015 shares
    Change vs previous 13F -353,277 shares

    <0.01% of the 13F portfolio, value $2,786,040.

    13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 584,292 shares
    Change vs previous 13F -203,577 shares

    <0.01% of the 13F portfolio, value $7,537,363.

    13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 787,869 shares
    Change vs previous 13F +61,477 shares

    <0.01% of the 13F portfolio, value $11,376,819.

    13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 726,392 shares
    Change vs previous 13F -67,612 shares

    <0.01% of the 13F portfolio, value $10,104,121.

    13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 794,004 shares
    Change vs previous 13F +88,041 shares

    <0.01% of the 13F portfolio, value $11,481,311.

    13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 705,963 shares
    Change vs previous 13F +145,805 shares

    <0.01% of the 13F portfolio, value $10,144,685.

    13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 560,158 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,060,668.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 35,645 shares
    • Raymond James Financial Services Advisors, Inc.: 524,513 shares

    Acceptance time not in the bulk data set (spec §4.2).